Copy Invest | Sonar Terminal

John Rogers - Ariel Investments

676 trades · 579 closed · 97 open · Win rate: 54.3% · Avg return: +35.7% · Median return: +3.6%

⚠ 90 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
CHKP - Check Point Software Technologies Ltd.	Q1 2020	$100.54	Q4 2025	$185.56	+84.56%	Closed	History

PM - Philip Morris International Inc.	Q3 2013	$86.55	Q1 2025	$158.73	+83.40%	Closed	History

IWN - iShares Russell 2000 Value ETF	Q2 2019	$120.50	Open	$219.60	+82.24%	Open	History

TIF - Tiffany & Co.	Q2 2012	$52.95	Q1 2017	$95.30	+79.98%	Closed	History

NCLH - Norwegian Cruise Line Holdings Ltd.	Q1 2020	$10.96	Open	$19.46	+77.55%	Open	History

WMS - Advanced Drainage Systems, Inc.	Q3 2001	$17.49	Q1 2004	$31.00	+77.24%	Closed	History

BOBE - Bob Evans Farms, Inc.	Q4 2009	$28.96	Q2 2015	$51.05	+76.28%	Closed	History

B - Barrick Mining Corp.	Q2 2025	$20.82	Open	$36.49	+75.26%	Open	History

GCMG - GCM Grosvenor Inc.	Q3 2022	$7.89	Open	$13.81	+75.03%	Open	History

NVST - Envista Holdings Corp.	Q1 2020	$14.94	Open	$26.11	+74.77%	Open	History

FN - Fabrinet	Q1 2018	$31.37	Q1 2020	$54.53	+73.83%	Closed	History

CSWC - Capital Southwest Corp.	Q4 2013	$12.80	Q1 2021	$22.15	+73.08%	Closed	History

TTGT - TechTarget, Inc.	Q3 2016	$8.06	Q4 2017	$13.92	+72.70%	Closed	History

GAIA - Gaia, Inc.	Q3 2016	$7.20	Q4 2017	$12.40	+72.22%	Closed	History

ALOT - Astro-Med, Inc.	Q4 2010	$7.84	Q1 2021	$13.40	+70.92%	Closed	History

CD - Cendant Corp Com	Q4 2000	$214.00	Q2 2006	$362.00	+69.16%	Closed	History

LIND - Lindblad Expeditions Holdings, Inc.	Q4 2021	$15.60	Open	$26.18	+67.82%	Open	History

BRCM - Broadcom Corp.	Q3 2013	$26.02	Q1 2015	$43.30	+66.41%	Closed	History

TOMO - TomoTherapy Incorporated	Q2 2009	$2,749.99	Q1 2011	$4,570.00	+66.18%	Closed	History

TIF - Tiffany & Co.	Q4 2018	$80.51	Q4 2019	$133.65	+66.00%	Closed	History

FDX - FedEx Corp.	Q3 2025	$190.02	Open	$313.66	+65.07%	Open	History

KFY - Korn Ferry	Q1 2019	$44.78	Open	$73.56	+64.27%	Open	History

COF - Capital One Financial Corp.	Q1 2024	$148.89	Q4 2025	$242.36	+62.78%	Closed	History

ACIA - Acacia Communications, Inc.	Q3 2018	$41.37	Q2 2020	$67.19	+62.41%	Closed	History

TGT - Target Corp.	Q2 2011	$46.91	Q4 2014	$75.92	+61.84%	Closed	History

KRB - Mbna Corp Com	Q1 1999	$23.88	Q3 2000	$38.50	+61.22%	Closed	History

GREY - Grey Global Group, Inc.	Q4 2002	$611.10	Q2 2004	$985.00	+61.18%	Closed	History

PCYO - Pure Cycle Corp.	Q4 2017	$8.35	Q1 2021	$13.42	+60.72%	Closed	History

WAG - Walgreen Co.	Q3 2010	$33.50	Q3 2013	$53.80	+60.60%	Closed	History

HSP - Hospira, Inc.	Q3 2008	$38.20	Q4 2014	$61.25	+60.34%	Closed	History

EBS - Emergent Biosolutions Inc.	Q2 2013	$14.44	Q4 2013	$22.99	+59.21%	Closed	History

BNY - The Bank of New York Mellon Cor	Q4 2009	$27.97	Q2 2023	$44.52	+59.17%	Closed	History

MTB - M&T Bank Corp.	Q4 2021	$153.39	Open	$241.85	+57.67%	Open	History

FLIR - FLIR Systems Inc	Q3 2020	$35.85	Q1 2021	$56.47	+57.52%	Closed	History

ISCA - International Speedway Corp.	Q1 2012	$27.75	Q1 2019	$43.63	+57.23%	Closed	History

AUTH - AuthenTec, Inc.	Q2 2011	$2.76	Q2 2012	$4.33	+56.88%	Closed	History

GAIA - Gaia, Inc.	Q2 2019	$7.58	Q1 2021	$11.89	+56.86%	Closed	History

TIMB - TIM SA/Brazil	Q1 2021	$11.34	Q1 2024	$17.75	+56.53%	Closed	History

DB5 - Dun & Bradstreet Corp.	Q1 2004	$53.50	Q4 2006	$82.79	+54.75%	Closed	History

TNAV - Telenav Inc.	Q2 2013	$5.23	Q2 2019	$8.00	+52.96%	Closed	History

WM - Waste Management, Inc.	Q1 2001	$24.70	Q3 2007	$37.74	+52.79%	Closed	History

CG - The Carlyle Group Inc.	Q4 2022	$29.84	Open	$45.48	+52.41%	Open	History

SWK - Stanley Black & Decker, Inc.	Q1 2010	$57.41	Open	$87.37	+52.19%	Open	History

4612775Q - Caesars Entertainment Corp	Q1 2004	$13.04	Q1 2005	$19.79	+51.76%	Closed	History

TSG - Sabre Group Hldgs Inc Cl A	Q1 1999	$45.38	Q2 1999	$68.76	+51.52%	Closed	History

REZI - Resideo Technologies, Inc.	Q3 2021	$24.79	Open	$36.86	+48.69%	Open	History

KNL - Knoll, Inc.	Q1 2010	$11,250.00	Q1 2012	$16,640.00	+47.91%	Closed	History

SSUP - Superior Industries Intl Inc.	Q3 2013	$17.84	Q4 2016	$26.35	+47.70%	Closed	History

POZN - Pozen Inc.	Q1 2013	$5.27	Q1 2015	$7.72	+46.49%	Closed	History

NVO - Novo Nordisk A/S	Q2 2020	$32.77	Q3 2021	$47.95	+46.35%	Closed	History

TM - Toyota Motor Corp.	Q2 2012	$80.34	Q3 2014	$117.56	+46.33%	Closed	History

TIF - Tiffany & Co.	Q1 2008	$41,839.92	Q3 2011	$60,820.00	+45.36%	Closed	History

764144Q - Sungard Data Sys Inc Com	Q4 1999	$23.75	Q1 2005	$34.50	+45.26%	Closed	History

MA - Mastercard Inc.	Q2 2017	$121.43	Q1 2018	$175.26	+44.33%	Closed	History

JHG - Janus Henderson Group PLC	Q2 2017	$33.11	Q4 2025	$47.57	+43.67%	Closed	History

CNTY - Century Casinos, Inc.	Q1 2014	$7.17	Q1 2021	$10.27	+43.24%	Closed	History

ALR - Altera Corp.	Q3 2014	$35.79	Q2 2015	$51.20	+43.06%	Closed	History

LBYYQ - Libbey Inc Com	Q1 2000	$27.37	Q1 2002	$39.10	+42.86%	Closed	History

DVA - DaVita Inc.	Q4 2023	$104.76	Q4 2024	$149.55	+42.75%	Closed	History

APTV - Aptiv PLC	Q4 2024	$60.48	Q3 2025	$86.22	+42.56%	Closed	History

WMAR - West Marine, Inc.	Q1 2016	$9.09	Q2 2017	$12.85	+41.36%	Closed	History

ANSS - Ansys, Inc.	Q2 2014	$75.81	Q1 2017	$106.87	+40.97%	Closed	History

GLAE - Glassbridge Enterprises Inc	Q4 2020	$49.91	Q1 2021	$70.10	+40.45%	Closed	History

DFS - Discover Financial Services	Q1 2020	$35.67	Q2 2020	$50.09	+40.43%	Closed	History

VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares	Q4 2012	$35.29	Q2 2024	$49.42	+40.04%	Closed	History

CME - CME Group Inc.	Q3 2016	$104.51	Q4 2017	$146.04	+39.74%	Closed	History

WAAS - AquaVenture Holdings Limited	Q3 2019	$19.43	Q4 2019	$27.12	+39.58%	Closed	History

GHC - Graham Holdings Co.	Q4 2013	$400.80	Q4 2017	$558.46	+39.34%	Closed	History

GPN - Global Payments Inc.	Q3 2013	$25.56	Q1 2014	$35.57	+39.17%	Closed	History

RLH - Red Lion Hotels Corporation	Q2 2009	$4.80	Q1 2015	$6.67	+38.96%	Closed	History

PVSW - Pervasive Software Inc.	Q2 2011	$6.42	Q4 2012	$8.91	+38.79%	Closed	History

FORM - FormFactor, Inc.	Q4 2013	$6.01	Q2 2014	$8.32	+38.44%	Closed	History

CNP - CenterPoint Energy, Inc.	Q4 2024	$31.73	Open	$43.76	+37.91%	Open	History

3017264Q - Servicemaster Co Com	Q1 2001	$11.23	Q1 2007	$15.39	+37.04%	Closed	History

MS - Morgan Stanley	Q3 2009	$30.88	Q4 2016	$42.25	+36.82%	Closed	History

TIF - Tiffany & Co	Q4 2002	$23.91	Q2 2003	$32.68	+36.68%	Closed	History

BYD - Boyd Gaming Corp.	Q3 2021	$63.26	Open	$86.09	+36.09%	Open	History

CRWS - Crown Crafts, Inc.	Q2 2018	$5.70	Q1 2021	$7.74	+35.79%	Closed	History

AZN - AstraZeneca PLC	Q4 2020	$99.98	Q4 2022	$135.60	+35.63%	Closed	History

LH - Labcorp Holdings Inc.	Q2 2024	$203.51	Open	$275.68	+35.46%	Open	History

365164Q - St Paul Travelers	Q3 2004	$33.06	Q4 2005	$44.70	+35.21%	Closed	History

ALL - The Allstate Corp.	Q2 2024	$159.66	Q3 2025	$214.65	+34.44%	Closed	History

EXPD - Expeditors International of Washington, Inc.	Q1 2017	$56.50	Q2 2019	$75.88	+34.30%	Closed	History

FSH - Fisher Scientific Intl Inc Com	Q3 2004	$58.33	Q3 2006	$78.24	+34.13%	Closed	History

DGX - Quest Diagnostics Inc.	Q2 2012	$59.90	Q1 2020	$80.30	+34.06%	Closed	History

3362726Q - Realogy Corp.	Q3 2006	$22,679.86	Q4 2006	$30,320.02	+33.69%	Closed	History

FSLR - First Solar, Inc.	Q2 2025	$165.54	Open	$220.58	+33.25%	Open	History

CVS - CVS Health Corp.	Q1 2024	$79.76	Open	$106.18	+33.12%	Open	History

LDG - Longs Drug Stores Corp.	Q4 2002	$20.74	Q4 2004	$27.57	+32.93%	Closed	History

LDG - Longs Drug Stores Inc	Q1 2000	$22.75	Q1 2002	$30.24	+32.92%	Closed	History

TUMI - Tumi Holdings Inc.	Q3 2013	$20.15	Q2 2016	$26.74	+32.70%	Closed	History

DFS - Discover Financial Services	Q4 2015	$53.68	Q1 2019	$71.18	+32.60%	Closed	History

IVN - Life Technologies Corp.	Q3 2012	$48.85	Q1 2013	$64.63	+32.30%	Closed	History

VT - Vanguard Total World Stock Index Fund ETF Shares	Q3 2013	$55.57	Q2 2018	$73.38	+32.05%	Closed	History

DOX - Amdocs Ltd.	Q1 2018	$66.61	Q4 2023	$87.89	+31.95%	Closed	History

CSCO - Cisco Systems, Inc.	Q1 2020	$39.31	Q1 2021	$51.71	+31.54%	Closed	History

HLN - Haleon plc	Q3 2022	$6.09	Q4 2022	$8.00	+31.36%	Closed	History

PRLS - Peerless Systems Corp.	Q2 2009	$2,049.99	Q2 2010	$2,690.00	+31.22%	Closed	History

ACWX - iShares MSCI ACWI ex U.S. ETF	Q2 2016	$38.96	Q4 2023	$51.04	+31.01%	Closed	History

VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares	Q4 2024	$47.82	Q4 2025	$62.47	+30.64%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.